RIVAX Mutual Fund

RIVAX Mutual Fund

NAV$21.12
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Returns Overview

1 Month
-3.22%
3 Months
-0.14%
6 Months
+9.43%
YTD
+5.12%
1 Year
+9.58%
3 Years (annualized)
+13.47%
5 Years (annualized)
+5.61%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+8.68%
vs Peers
-3.56%

RIVAX Mutual Fund Performance

RIVAX performance across multiple time periods: 1-month -3.22%, YTD 5.12%, 1-year 9.58%, 3-year 13.47%, 5-year 5.61%, 10-year 8.41%.

RIVAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

RIVAX vs another fund shows side-by-side returns. RIVAX alternatives are available in the Mutual Fund Screener.